Harvest Group Wealth Management’s MSCI MSCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$2.8K Sell
5
-1
-17% -$560 ﹤0.01% 110
2022
Q4
$2.79K Buy
6
+3
+100% +$1.4K ﹤0.01% 103
2022
Q3
$1K Buy
3
+1
+50% +$333 ﹤0.01% 147
2022
Q2
$1K Buy
+2
New +$1K ﹤0.01% 159